Coat-tail Investor reveals Soros' largest holding by far is Companhia Vale Do Rio Doce, the world's second-largest mining corporation. Soros has increased his holding by around 10% as of end March. He's obviously sold on the commodities/natural resources/industrial metals theme.
A useful feature of the Coat-tail site is that you can re-order the information by clicking on each column heading, which makes searches much easier.
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